LIA

LSP Investment Advisors Portfolio holdings

AUM $139M
1-Year Est. Return 34.15%
This Quarter Est. Return
1 Year Est. Return
+34.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$8.03M
3 +$6.31M
4
CIVI icon
Civitas Resources
CIVI
+$5.31M
5
ENLK
EnLink Midstream Partners, LP
ENLK
+$4.95M

Top Sells

1 +$4.81M
2 +$1.76M
3 +$1.38M
4
CAA
CalAtlantic Group, Inc.
CAA
+$828K
5
ET icon
Energy Transfer Partners
ET
+$568K

Sector Composition

1 Energy 71.03%
2 Utilities 4.84%
3 Real Estate 2.53%
4 Consumer Discretionary 1.01%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$230K 0.06%
3,874
27
$209K 0.06%
2,800
28
-67,186
29
-116,350
30
-14,675